OXFORD FINANCIAL GROUP, LTD. LLC

Position in VRTX — Vertex Pharmaceuticals Inc / Ma

CIK 1245862 INDIANAPOLIS, IN

Position in VRTX

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$401,886

+$98,976 QoQ

Shares Held

900

-29.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $451,863 across 3 Biotechnology names. VRTX ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma This page	900	$401,886
2	IVVD	Invivyd, Inc.	23,094	$30,022
3	LCTX	Lineage Cell Therapeutics, Inc.	12,630	$19,955

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,886	900	-29.3%	Shares	Sole	2026-05-06
2020-03-31	$302,910	1,273	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.